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Hedge Funds Similar to WHALEROCK POINT PARTNERS

13F Portfolio OverlapQ2 2026WHALEROCK POINT PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

WHALEROCK POINT PARTNERS, LLC is an institutional investor managing $587M across 207 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WHALEROCK POINT PARTNERS are Stokes Advisors, HALL, CAMDEN NATIONAL BANK, with shared positions in $TJX, $PEP, $UNP, $MCD, $NEE, $LMT. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$TJX$PEP$UNP$MCD$NEE$LMT
$455M
118 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$TJX$PEP$UNP$MCD$NEE$LMT
$321M
107 positions
#3CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$TJX$TMO$PEP$MCD$NEE$DE
$767M
184 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 8 shared positions
$PEP$TMO$WFC$NEE$LMT$AEP
$1.2B
100 positions
#5Harbour Trust & Investment Management CoActive
Some overlap · 8 shared positions
$TJX$MCD$PEP$TMO$NEE$MDY
$1.0B
160 positions
#6WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$TJX$PEP$TMO$NEE$LMT$DE
$1.3B
73 positions
#7CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 7 shared positions
$TJX$UNP$PEP$MCD$NEE$LMT
$1.2B
203 positions
#8Osprey Private Wealth LLCPassive
Some overlap · 6 shared positions
$TJX$TMO$PEP$MCD$NEE$DE
$387M
88 positions
#9Kennebec Savings BankPassive
Some overlap · 8 shared positions
$PEP$UNP$MCD$TMO$NEE$MDY
$126M
263 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TJX$TMO$PEP$NEE$MDY$DE
$8.0B
1,334 positions
#11Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$TJX$PEP$UNP$NEE$CRM$BX
$116M
240 positions
#12NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 7 shared positions
$TMO$UNP$TJX$MCD$NEE$DE
$2.7B
200 positions
#13CAPITAL CITY TRUST CO/FLPassive
Some overlap · 7 shared positions
$TMO$UNP$TJX$NEE$LMT$AEP
$484M
118 positions
#14ROCKLAND TRUST COPassive
Some overlap · 5 shared positions
$TJX$TMO$PEP$UNP$NEE
$2.6B
320 positions
#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$TMO$PEP$UNP$NEE
$529M
72 positions
#16FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$PEP$MCD$UNP$NEE$LMT$AEP
$5.3B
210 positions
#17Accretive Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$UNP$TJX$MCD$TMO$WFC$BX
$412M
181 positions
#18ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$TJX$TMO$PEP$UNP$LMT$MCD
$1.8B
792 positions
#19NBT BANK N A /NYPassive
Some overlap · 8 shared positions
$MCD$TJX$UNP$PEP$NEE$MDY
$1.5B
571 positions
#20Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$TJX$TMO$UNP$MCD$NEE
$170M
61 positions
#21Haverford Trust CoActive
Some overlap · 5 shared positions
$TJX$TMO$PEP$MCD$NEE
$11.6B
424 positions
#22Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$TJX$PEP$WFC$MCD$NEE
$334M
127 positions
#23BOSTON FAMILY OFFICE LLCPassive
Some overlap · 7 shared positions
$TMO$UNP$NEE$PEP$TJX$CRM
$1.6B
314 positions
#24Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 7 shared positions
$UNP$TMO$TJX$NEE$LMT$AEP
$360M
69 positions
#25HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$TJX$UNP$PEP$MCD$NEE
$1.7B
479 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.